春节算力需求旺盛,光通信产业链加速复工

DoNews
Feb 24

2026年春节期间,国内通信行业保持高速发展,5G-A、卫星互联网、6G及光通信受假期影响较小。AI应用端算力紧张凸显,智谱、豆包等公司出现服务调整。海外聚焦数据中心建设与GPU-XPU技术演进,英伟达通过收购Groq强化推理硬件布局。我国光通信企业节日期间积极复产,订单兑现平稳;META与英伟达合作有望加快CPO技术落地。行业整体仍处高景气周期。

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